--- title: "#外资研报" topic_id: 22255811222884111 created_at: 2026-05-25T07:51:49.040+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：499 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255811222884111) - 附件：图片 0，音频 0，文档 9 - 音频文件：_无音频_ ## 图片 _无图片_ ## 正文 _无正文_ ## 总体总结 _暂无总结_ ## 文档 ### JPM-支付处理行业——2026版市场份额手册要点 Payment Processing Snippets From Market Share Handbook 2026 Edition.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-支付处理行业——2026版市场份额手册要点 Payment Processing Snippets From Market Share Handbook 2026 Edition.pdf|JPM-支付处理行业——2026版市场份额手册要点 Payment Processing Snippets From Market Share Handbook 2026 Edition.pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-支付处理行业——2026版市场份额手册要点 Payment Processing Snippets From Market Share Handbook 2026 Edition.pdf|JPM-支付处理行业——2026版市场份额手册要点 Payment Processing Snippets From Market Share Handbook 2026 Edition.pdf]] ### JPM-中国AI应用之旅：工作流货币化早期证据-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-中国AI应用之旅：工作流货币化早期证据-20260522.pdf|JPM-中国AI应用之旅：工作流货币化早期证据-20260522.pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-中国AI应用之旅：工作流货币化早期证据-20260522.pdf|JPM-中国AI应用之旅：工作流货币化早期证据-20260522.pdf]] ### JPM-中国油运行业——霍尔木兹海峡扰动：中远海能利用率回升，影子船队风险持续累积 China Tanker Shipping Hormuz disruption monitor - week 11 CSET recovers as shadow fleet risks build.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-众安在线(6060.HK)：全球中国峰会要点：尽管消费金融业务收缩，仍对承保韧性保持信心 ZhongAn Online P&C Insurance - H Global China Summit Takeaways：Confidence in Resilient Underwriting despite Consumer Finance wind-down-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-众安在线(6060.HK)：全球中国峰会要点：尽管消费金融业务收缩，仍对承保韧性保持信心 ZhongAn Online P&C Insurance - H Global China Summit Takeaways：Confidence in Resilient Underwriting despite.pdf|JPM-众安在线(6060.HK)：全球中国峰会要点：尽管消费金融业务收缩，仍对承保韧性保持信心 ZhongAn Online P&C Insurance - H Global China Summit Takeaways：Confidence in Resilient Underwriting despite Consumer Finance wind-down-20260521.pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-众安在线(6060.HK)：全球中国峰会要点：尽管消费金融业务收缩，仍对承保韧性保持信心 ZhongAn Online P&C Insurance - H Global China Summit Takeaways：Confidence in Resilient Underwriting despite.pdf|JPM-众安在线(6060.HK)：全球中国峰会要点：尽管消费金融业务收缩，仍对承保韧性保持信心 ZhongAn Online P&C Insurance - H Global China Summit Takeaways：Confidence in Resilient Underwriting despite Consumer Finance wind-down-20260521.pdf]] ### JPM-资金流向与流动性：债券收益率是否正在对股市构成压力？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-资金流向与流动性：债券收益率是否正在对股市构成压力？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf|JPM-资金流向与流动性：债券收益率是否正在对股市构成压力？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-资金流向与流动性：债券收益率是否正在对股市构成压力？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf|JPM-资金流向与流动性：债券收益率是否正在对股市构成压力？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf]] ### JPM-威胜控股（3393.HK）全球中国峰会交流要点：增长动能稳固，数据中心业务势头更强 Wasion Holdings Ltd - H Global China Summit Takeaways：Growth Drivers Remain Intact with Stronger Momentum in DC Business.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-威胜控股（3393.HK）全球中国峰会交流要点：增长动能稳固，数据中心业务势头更强 Wasion Holdings Ltd - H Global China Summit Takeaways：Growth Drivers Remain Intact with Stronger Momentum in DC.pdf|JPM-威胜控股（3393.HK）全球中国峰会交流要点：增长动能稳固，数据中心业务势头更强 Wasion Holdings Ltd - H Global China Summit Takeaways：Growth Drivers Remain Intact with Stronger Momentum in DC Business.pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-威胜控股（3393.HK）全球中国峰会交流要点：增长动能稳固，数据中心业务势头更强 Wasion Holdings Ltd - H Global China Summit Takeaways：Growth Drivers Remain Intact with Stronger Momentum in DC.pdf|JPM-威胜控股（3393.HK）全球中国峰会交流要点：增长动能稳固，数据中心业务势头更强 Wasion Holdings Ltd - H Global China Summit Takeaways：Growth Drivers Remain Intact with Stronger Momentum in DC Business.pdf]] ### JPM-英特尔（INTC.US）——TMC大会要点总结 Intel J.P. Morgan TMC Conference Takeaways.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-英特尔（INTC.US）——TMC大会要点总结 Intel J.P. Morgan TMC Conference Takeaways.pdf|JPM-英特尔（INTC.US）——TMC大会要点总结 Intel J.P. Morgan TMC Conference Takeaways.pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-英特尔（INTC.US）——TMC大会要点总结 Intel J.P. Morgan TMC Conference Takeaways.pdf|JPM-英特尔（INTC.US）——TMC大会要点总结 Intel J.P. Morgan TMC Conference Takeaways.pdf]] ### JPM-英伟达公司 NVIDIA Corporation：持续强劲的数据中心需求推动业绩超预期并上调指引；Vera CPU 打开全新潜在市场；2027 年业务能见度得到强化；维持增持评级 NVIDIA Corporation Continued Strong DC Demand Drives Solid Beat-And-Raise; Vera CPU Opens Up New TAM; CY27 Visibility Reinf....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0751__外资研报__JPM-英伟达公司 NVIDIA Corporation：持续强劲的数据中心需求推动业绩超预期并上调指引；Vera CPU 打开全新潜在市场；2027 年业务能见度得到强化；维持增持评级 NVIDIA Corporation Continued Strong DC Demand Drives Solid Beat.pdf|JPM-英伟达公司 NVIDIA Corporation：持续强劲的数据中心需求推动业绩超预期并上调指引；Vera CPU 打开全新潜在市场；2027 年业务能见度得到强化；维持增持评级 NVIDIA Corporation Continued Strong DC Demand Drives Solid Beat-And-Raise; Vera CPU Opens Up New TAM; CY27 Visibility Reinf....pdf]] #### 预览 [[assets/docs/260525_0751__外资研报__JPM-英伟达公司 NVIDIA Corporation：持续强劲的数据中心需求推动业绩超预期并上调指引；Vera CPU 打开全新潜在市场；2027 年业务能见度得到强化；维持增持评级 NVIDIA Corporation Continued Strong DC Demand Drives Solid Beat.pdf|JPM-英伟达公司 NVIDIA Corporation：持续强劲的数据中心需求推动业绩超预期并上调指引；Vera CPU 打开全新潜在市场；2027 年业务能见度得到强化；维持增持评级 NVIDIA Corporation Continued Strong DC Demand Drives Solid Beat-And-Raise; Vera CPU Opens Up New TAM; CY27 Visibility Reinf....pdf]] ### JPM-应用材料 (AMAT.US)摩根大通 TMC 会议要点总结 Applied Materials J.P. Morgan TMC Conference Takeaways.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_